美股投資學-財女珍妮

美股投資學-財女珍妮

Hosted by Jenny · 財女Jenny

4.7from 800 ratings

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940
Episodes
71
Transcribed
800
Ratings
Daily
Cadence
2020
First episode

About 美股投資學-財女珍妮

JC財經觀點 創辦人 📙 著作：《美股投資學》 📝 專欄：美股投資學:高速成長與穩健收息（https://pse.is/3jmp93） 🌐 網站：JC財經觀點（jcinsight.info） 📧 合作Mail： jcinsightgroup@gmail.com -- Hosting provided by SoundOn (https://www.soundon.fm/)

Publisher
財女Jenny
Category
business
Language
zh
Explicit
No
First episode
30 Dec 2020
Latest episode
23 Sept 2026
Apple PodcastsSpotifyWebsiteRSS feed

Latest episodes

71 of 940 episodes have a transcript.

  1. 23 Sept 2026TRANSCRIPT

    2026/09/23(三) 費半續強，台股創高，反彈剛開始？

  2. 22 Sept 2026TRANSCRIPT

    2026/09/22(二) AMD市值破兆，Meta股價狂飆，AI代理人讓晶片股再起飛？

  3. 21 Sept 2026TRANSCRIPT

    2026/09/21(一)費半強彈，還能追嗎？

Inside a recent episode

2026/09/23(三) 費半續強，台股創高，反彈剛開始？

Published 23 Sept 2026 · Transcript excerpt

[…] Yesterday,台積電雖然 didn't grow, but you can see that today, the company grew 3.4% percent. The company grew 3.4% percent. The company grew 3.4% percent. The company grew 3.4% percent. The company grew 3.4% percent. The company grew 3.4% percent. The company grew 3.4%. The market is still working on AI. It's in the AI supply chain to find out some of those who have been lost in the past. There are a lot of people who have been lost in the past. In the past, there is a lot of people who have been lost in the past. uh,目前发酵的一个题材,然后先进封装啊,测试啊,对不对,ABF载版啊,去做一个移动,所以如果今天我们去看整个盘面的话,其实还是围绕着AI去做一个轮动的,那我们今天就要去想啊,那为什么资金开始去追,就客制化晶片去追封装啊,载版啊, 因为现在很多的CSP就是大型的巨头它也开始做自己的客制化晶片Google的TPUAmazon的TrainianMeta也有智研的晶片当今天essay越多的时候你后面需要的先进封装也会越多晶片会做的越来越大 And you can also use HPM, or chiplet or chiplet. […]

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Apple Podcasts (US)
4.8 / 5
58 ratings
Spotify
4.7 / 5
742 ratings

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Who hosts 美股投資學-財女珍妮?

Jenny host the show. Published by 財女Jenny.

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The show publishes daily, based on its RSS feed.

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